Yates David M
Officer · WT
As of 2026-09-16, Yates David M has 13 Form 4 transactions on record across 1 company — 10 in the trailing 12 months.
Everything this person has disclosed to the SEC on Form 4 — across every company they file for — reconstructed from the public record. A filing history, not a tip sheet.
Reconstructed holdings
- Direct $3.5M
- Indirect $0
| WT | direct | 157,499 sh | $3.5M |
Reconstructed from this person's own Form 4 filings — the total each filing reported owning afterward, priced at the close on the as-of date shown. A filed position can lag the real one.
Direct and indirect holdings (e.g. through a trust or fund) are tagged separately, as filed.
Trades by company
Filing ledger
| Date | Company | Action | Shares @ price | Value | Ownership Δ | Owned after | Filing |
|---|---|---|---|---|---|---|---|
| 2026-05-05 | WT | Sale | 15,000 @ $18.06 | $271K | −8.7% of holding | 157,499 | Form 4 |
| 2025-12-02 | WT | Sale | 6,820 @ $11.13 | $76K | −4.3% of holding | 152,123 | Form 4 |
11 award / exercise / gift records — not counted as purchases
| Date | Company | Action | Shares | Owned after | Filing |
|---|---|---|---|---|---|
| 2026-02-23 | WT | Award / grant | 2,673 | 2,673 | Form 4 |
| 2026-01-27 | WT | Option exercise | 37,997 | 192,315 | Form 4 |
| 2026-01-27 | WT | Option exercise | 37,997 | 0 | Form 4 |
| 2026-01-27 | WT | Withheld for tax | 19,816 | 172,499 | Form 4 |
| 2026-01-25 | WT | Withheld for tax | 20,493 | 154,318 | Form 4 |
| 2026-01-25 | WT | Award / grant | 22,688 | 174,811 | Form 4 |
| 2026-01-25 | WT | Award / grant | 7,562 | 7,562 | Form 4 |
| 2025-12-02 | WT | Gift | 9,100 | 158,943 | Form 4 |
| 2025-01-25 | WT | Award / grant | 34,662 | 189,095 | Form 4 |
| 2025-01-25 | WT | Award / grant | 11,554 | 11,554 | Form 4 |
| 2025-01-25 | WT | Withheld for tax | 21,052 | 168,043 | Form 4 |
Source: SEC Form 4 filings. Each row links to its original filing.
Research tool, not investment advice — historical frequencies, not recommendations. A product of Marovel Technologies LLC. Full terms.